administration guide release 17 - oracle

[1]Oracle® Retail Merchandise Financial PlanningCloud ServiceAdministration Guide

Release 17.0

E85404-03

March 2018

Oracle Retail Merchandise Financial Planning Cloud Service Administration Guide, Release 17.0

E85404-03

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Primary Author: Bernadette Goodman

Contributing Author: Venkatachalam Thiyagarajan

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Value-Added Reseller (VAR) Language

Oracle Retail VAR Applications

The following restrictions and provisions only apply to the programs referred to in this section and licensedto you. You acknowledge that the programs may contain third party software (VAR applications) licensed toOracle. Depending upon your product and its version number, the VAR applications may include:

(i) the MicroStrategy Components developed and licensed by MicroStrategy Services Corporation(MicroStrategy) of McLean, Virginia to Oracle and imbedded in the MicroStrategy for Oracle Retail DataWarehouse and MicroStrategy for Oracle Retail Planning & Optimization applications.

(ii) the Wavelink component developed and licensed by Wavelink Corporation (Wavelink) of Kirkland,Washington, to Oracle and imbedded in Oracle Retail Mobile Store Inventory Management.

(iii) the software component known as Access Via™ licensed by Access Via of Seattle, Washington, andimbedded in Oracle Retail Signs and Oracle Retail Labels and Tags.

(iv) the software component known as Adobe Flex™ licensed by Adobe Systems Incorporated of San Jose,California, and imbedded in Oracle Retail Promotion Planning & Optimization application.

You acknowledge and confirm that Oracle grants you use of only the object code of the VAR Applications.Oracle will not deliver source code to the VAR Applications to you. Notwithstanding any other term orcondition of the agreement and this ordering document, you shall not cause or permit alteration of any VAR

Applications. For purposes of this section, "alteration" refers to all alterations, translations, upgrades,enhancements, customizations or modifications of all or any portion of the VAR Applications including allreconfigurations, reassembly or reverse assembly, re-engineering or reverse engineering and recompilationsor reverse compilations of the VAR Applications or any derivatives of the VAR Applications. Youacknowledge that it shall be a breach of the agreement to utilize the relationship, and/or confidentialinformation of the VAR Applications for purposes of competitive discovery.

The VAR Applications contain trade secrets of Oracle and Oracle's licensors and Customer shall not attempt,cause, or permit the alteration, decompilation, reverse engineering, disassembly or other reduction of theVAR Applications to a human perceivable form. Oracle reserves the right to replace, with functionalequivalent software, any of the VAR Applications in future releases of the applicable program.

v

Contents

Send Us Your Comments ........................................................................................................................ ix

Preface ................................................................................................................................................................ xi

Audience...................................................................................................................................................... xiDocumentation Accessibility .................................................................................................................... xiRelated Documents .................................................................................................................................... xiImproved Process for Oracle Retail Documentation Corrections ....................................................... xiOracle Retail Documentation on the Oracle Technology Network .................................................... xiiConventions ................................................................................................................................................ xii

1 Administrative Tasks

Oracle Support .......................................................................................................................................... 1-1OIM User Creation................................................................................................................................... 1-1Assigning Members to a Role ................................................................................................................ 1-4Merchandise Financial Planning (MFP) Cloud Service Default Enterprise Roles ..................... 1-7Revoking Role Membership .................................................................................................................. 1-7Deleting a User or Disabling User Privileges..................................................................................... 1-9Resetting a User Password...................................................................................................................... 1-9Approving Requests from a User ....................................................................................................... 1-10Approving Requests from a User for Multiple Roles .................................................................... 1-12Importing a Batch of User Accounts .................................................................................................. 1-13Bulk Role Membership Update (Optional)...................................................................................... 1-14Nightly Batch File Uploads ................................................................................................................. 1-14

Adding Authorized Keys............................................................................................................... 1-15Logging In to WinSCP.................................................................................................................... 1-16Uploading the Batch File................................................................................................................ 1-18

File Downloads ...................................................................................................................................... 1-19

2 Online Administration Tools

Standard Administration Tasks ............................................................................................................ 2-1Application-Specific Administration Tasks ....................................................................................... 2-1

Run Batch Measure Load Group ..................................................................................................... 2-2Run Measure Export Group ............................................................................................................. 2-2Run Batch Calc Group ....................................................................................................................... 2-3

Weekly Batch Calc (batch_week).............................................................................................. 2-3

vi

Generate Forecast (batch_fcst) .................................................................................................. 2-3Set Export Flags (exp_set) .......................................................................................................... 2-4

Run Batch Task Group ...................................................................................................................... 2-4Daily Batch (batch_daily)........................................................................................................... 2-5Weekly Batch (batch_weekly) ................................................................................................... 2-5Weekly Batch with RMS (batch_rms_weekly)........................................................................ 2-5Transform RMS Files (rms_xform)........................................................................................... 2-6Transform RMS Warehouse Data (batch_rms_wh) ............................................................... 2-6Export All Approved Plans (export_all).................................................................................. 2-6Export All Working Plans (export_wp)................................................................................... 2-7Exports to Retail Insights (export_ri) ....................................................................................... 2-7Exports to Shared Services (export_ss) .................................................................................... 2-7Post Build Batch (postbuild)...................................................................................................... 2-7

Scheduling Configured Batch Administration Tasks....................................................................... 2-8

A Appendix: Self Service - Install/Patch Domain

Self Service - Installing the MFP Cloud Service Application from the Bootstrap Domain ..... A-1Self Service - Patching the MFP Cloud Service Application .......................................................... A-3

viii

List of Tables

1–1 Merchandise Financial Planning Cloud Service Default Enterprise Roles........................ 1-7

ix

Send UsYour Comments

Oracle Retail Merchandise Financial Planning Cloud Service Administration Guide,Release 17.0

Oracle welcomes customers' comments and suggestions on the quality and usefulnessof this document.

Your feedback is important, and helps us to best meet your needs as a user of ourproducts. For example:

■ Are the implementation steps correct and complete?

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Note: Before sending us your comments, you might like to checkthat you have the latest version of the document and if any concernsare already addressed. To do this, access the Online Documentationavailable on the Oracle Technology Network Web site. It contains themost current Documentation Library plus all documents revised orreleased recently.

xi

Preface

This document describes the administration tasks for Oracle Retail MerchandiseFinancial Planning Cloud Service.

AudienceThis document is intended for administrators.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website athttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle SupportOracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visithttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visithttp://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearingimpaired.

Related DocumentsFor more information, see the following documents in the Oracle Retail MerchandiseFinancial Planning Cloud Service Release 17.0 documentation set:

■ Oracle Retail Merchandise Financial Planning Cloud Service Implementation Guide

■ Oracle Retail Merchandise Financial Planning Cloud Service Release Notes

■ Oracle Retail Merchandise Financial Planning Cloud Service Starter Kit Guide

■ Oracle Retail Merchandise Financial Planning Cost Cloud Service User Guide

■ Oracle Retail Merchandise Financial Planning Retail Cloud Service User Guide

■ Oracle Retail Merchandise Financial Planning Enterprise Edition Cloud Servicedocumentation set

■ Oracle Retail Predictive Application Server Cloud Edition documentation set

Improved Process for Oracle Retail Documentation CorrectionsTo more quickly address critical corrections to Oracle Retail documentation content,Oracle Retail documentation may be republished whenever a critical correction is

xii

needed. For critical corrections, the republication of an Oracle Retail document may attimes not be attached to a numbered software release; instead, the Oracle Retaildocument will simply be replaced on the Oracle Technology Network Web site, or, inthe case of Data Models, or, in the case of Data Models, to the applicable My OracleSupport Documentation container where they reside.

Oracle Retail documentation is available on the Oracle Technology Network at thefollowing URL:

http://www.oracle.com/technetwork/documentation/oracle-retail-100266.html

An updated version of the applicable Oracle Retail document is indicated by Oraclepart number, as well as print date (month and year). An updated version uses thesame part number, with a higher-numbered suffix. For example, part numberE123456-02 is an updated version of a document with part number E123456-01.

If a more recent version of a document is available, that version supersedes allprevious versions.

Oracle Retail Documentation on the Oracle Technology NetworkOracle Retail product documentation is also available on the following Web site:

http://www.oracle.com/technetwork/documentation/oracle-retail-100266.html

(Data Model documents are not available through Oracle Technology Network. Youcan obtain these documents through My Oracle Support.)

ConventionsThe following text conventions are used in this document:

Convention Meaning

boldface Boldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.

italic Italic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.

monospace Monospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.

1

Administrative Tasks 1-1

1Administrative Tasks

[2]This chapter describes the processes for maintaining users and roles. For moreinformation regarding standard end-user activities and application-specificadministrative tasks such as history mapping and location setup activities, see theOracle Retail Merchandise Financial Planning Retail Cloud Service User Guide and theOracle Retail Merchandise Financial Planning Cost Cloud Service User Guide.

For information on the administrative tasks, see the following sections:

■ Oracle Support

■ OIM User Creation

■ Assigning Members to a Role

■ Merchandise Financial Planning (MFP) Cloud Service Default Enterprise Roles

■ Revoking Role Membership

■ Deleting a User or Disabling User Privileges

■ Resetting a User Password

■ Approving Requests from a User

■ Approving Requests from a User for Multiple Roles

■ Importing a Batch of User Accounts

■ Bulk Role Membership Update (Optional)

■ Nightly Batch File Uploads

■ File Downloads

Oracle SupportIt is considered to be a best practice to have all Oracle Retail Merchandise FinancialPlanning Cloud Service support requests submitted through a single point-of-contactfor each environment; the system administrator is usually designated to perform thisrole.

The link to use when submitting Service Requests (SR) is:

https://support.oracle.com

OIM User CreationBefore users can access the Oracle Retail Merchandise Financial Planning CloudService applications, it is necessary to provision access to the system for each user and

https://support.oracle.com

OIM User Creation

1-2 Oracle Retail Merchandise Financial Planning Cloud Service Administration Guide

to assign roles to each user to control what functionality will be available to the user.The access provisioning is done using Oracle Identity Management (OIM).

The following steps explain how to define users, assign roles, and revoke access forusers when needed:

1. Log in to the OIM application.

2. Click Manage Administration.

Figure 1–1 Identity Self Service Screen

3. Click Users.

Figure 1–2 Users Screen

4. Under Actions, click Create. The Create User screen appears.

Note: The OIM Application URL and the login with the requiredadministrator access are needed to perform the following steps. Thewelcome email sent by Oracle includes the URL.

OIM User Creation


Figure 1–3 Create User Screen

5. Under Basic Information, enter the following:

■ First Name

■ Last Name

■ For Organization, enter Retail

■ For User, enter Full Time Employee

■ E-mail: E-mail address of employee

6. Under Account Settings, enter:

■ User Login: <firstname>.<lastname>

■ Password

■ Confirm Password

7. Click Submit.

Note: Oracle recommends that the User Login be entered in uppercase.

Note: If two employees have the same first name and last name or ifyou want to reuse the user login of a user that was deleted earlier, usethe middle name initial in between the user login. For example:<firstname>.x.<lastname>

Assigning Members to a Role


8. To complete the user creation, follow the steps in the User Maintenance chapter inthe Oracle Retail Predictive Application Server Cloud Edition Online AdministrationGuide.

Assigning Members to a RoleTo assign members to a role:


Figure 1–4 Identity Self Service Screen

2. Click Users.

3. Click the user you want to select. In this example, oim.test is used.

Note: The user name created in RPAS must exactly match theoriginal case of the User Login entered in Step 6.




4. The User Details screen appears. Click the Roles tab.

Figure 1–6 User Details Screen

5. Click Request Roles.

Figure 1–7 Roles Screen Request Roles List

6. Click Add to Cart next to the role to assign.



Figure 1–8 Role Access Request Screen

7. Click Next.

Figure 1–9 Cart Options Screen

8. Click Submit.

Figure 1–10 Submit Option Screen

The role is assigned to the user.

Revoking Role Membership



Merchandise Financial Planning (MFP) Cloud Service Default EnterpriseRoles

MFP Cloud Service is built with role-based access. Permissions are associated withroles. Table 1–1 lists the available roles.

Assign the above roles to the user following the steps in the previous section as peryour requirement.

Revoking Role MembershipTo revoke the membership of a member in a role:


2. Click Users.

3. Click the user you want to select. In this example, oim.test is used.

Table 1–1 Merchandise Financial Planning Cloud Service Default Enterprise Roles

Application Module Default Application Roles Corresponding Application Roles

MFPCS MFP-ADMIN MFP-ADMIN

MFPCS MFP-USERS MFP-USERS

MFPCS MFP-PLANNERS MFP-PLANNERS

MFPCS MFP-BUYERS MFP-BUYERS

MFPCS MFP-APPROVERS MFP-APPROVERS

Revoking Role Membership



4. The User Details screen appears. Click the Roles tab.


5. Select the role you want to revoke and click Remove Roles.

Figure 1–14 Revoke Roles Option

6. In the next section, click Submit.

Resetting a User Password


Figure 1–15 Remove Roles Submit Option

Deleting a User or Disabling User PrivilegesTo delete or disable a user:


2. Under Administration, click Users.

3. Select the user and click Disable or Delete as necessary.


Locking or unlocking a particular user can also be done from this same screen ifneeded.

Resetting a User PasswordTo reset the password of a user:


2. Under Administration, click Users.

3. Click the Search tab and then select the user for which you want to reset thepassword.

4. Click Reset Password.

Approving Requests from a User


Figure 1–17 Reset Password

5. In the Reset Password screen, make sure Auto-generate the Password is selectedand click Reset Password. The system auto-generates the password and sends anemail to the user.

If you want to set the password manually, click Manually Change the Password,update the new password, and click Reset Password.

Figure 1–18 Reset Password Dialog Box

Approving Requests from a UserUsers can also request roles that are available for the users to access the MFP Service(or ask to revoke them). To approve the request from a user:


2. Click Pending Approvals.

Approving Requests from a User


Figure 1–19 Identity Self Service Screen with Pending Approvals

3. Click the action assigned to you.

Figure 1–20 Pending Approvals Tab

4. Click Claim.

Figure 1–21 Pending Claim Summary Information

5. Click Approve or Reject. The request completes.

Approving Requests from a User for Multiple Roles


Figure 1–22 Pending Approval Summary Information

Approving Requests from a User for Multiple RolesUsers can also request multiple roles that are available for the users to access the MFPService (or ask to revoke them). To approve the request from a user:


2. Click Pending Approvals.

Figure 1–23 Identity Self Service Screen with Pending Approvals

3. Click the action assigned to you.

Figure 1–24 Pending Approvals Tab

4. Click Claim.

Importing a Batch of User Accounts


Figure 1–25 Pending Claim Summary Information

5. Click Approve or Reject.

Figure 1–26 Pending Approval Summary Information

6. Once done, if approved, the request is split into multiple requests, one for eachrole for each user. Approve all of them by following Steps 3 to 5.

7. Once all the requests are approved, all the roles are assigned to the users.

Importing a Batch of User AccountsIf a large number of users must be created, the Oracle team can bulk load the usersinto the OIM application. When users are bulk loaded, each initial password is set tothe current password of a template user. The new users are required to change thepassword on their first login.

To request the creation of accounts by bulk loading:

1. Create a CSV file listing all users to create. Following is an example of this file.

##################filename.csv

#############################################################USR_LOGIN,USR_FIRST_NAME,USR_LAST_NAME,USR_EMAIL,ORG_NAMEce.admin1,ce,admin1,[email protected],Retailce.admin2,ce,admin2,[email protected],Retailce.admin3,ce,admin3,[email protected],Retailce.admin4,ce,admin4,[email protected],Retail

Note: The administrator can request multiple roles for multipleusers. Once the request is made, the administrator is required toapprove the request using the Approve Requests from User forMultiple Roles process.

Bulk Role Membership Update (Optional)


ce.admin5,ce,admin5,[email protected],Retailce.admin6,ce,admin6,[email protected],Retailce.admin7,ce,admin7,[email protected],Retailce.admin8,ce,admin8,[email protected],Retailce.admin9,ce,admin9,[email protected],Retailce.admin10,ce,admin10,[email protected],Retail##########################################

2. Create or identify a user whose password will be used as the initial password forall created users.

3. Open an SR with Oracle Support and provide the CSV file and user from Steps 1and 2.

Bulk Role Membership Update (Optional)If a considerable number of users need to have roles to be assigned, the Oracle teamcan bulk update the role membership into the OIM application. However, Oraclerecommends that a customer administrator use the Identity Management applicationto do these assignments.

To update the membership by bulk update:

1. Create a CSV file with the user role mapping. Note that the user name must be inupper case. See the following example:

##################role.csv

#############################################################UGP_NAME,USR_LOGINRole1,CE.ADMIN1Role1,CE.ADMIN2Role3,CE.ADMIN3Role4,CE.ADMIN4Role5,CE.ADMIN5Role6,CE.ADMIN6Role7,CE.ADMIN7Role8,CE.ADMIN8Role2,CE.ADMIN8Role2,CE.ADMIN9##########################################

2. Open an SR with Oracle Support and provide the CSV file and user name fromStep 1.

Nightly Batch File UploadsThe following sections describe the file upload process. For details regarding filecontents and formatting, see the Oracle Retail Merchandise Financial Planning CloudService Implementation Guide. For information about how the uploaded files are usedfor different administration tasks, see Chapter 2, "Online Administration Tools."

Note: If more than one role is to be attached to a particular user, addone more row with the role that the user is to have and the user name.Refer to the CE.ADMIN8 in the above example.

Nightly Batch File Uploads


The Private/Public keys must be generated and the Public key must be associatedwith your SFTP Account for the file uploads. The Adding Authorized Keys sectiondescribes the step-by-step method to generate the keys (2048 bit RSA Keys).

Adding Authorized Keys

The following is the process to generate a 2048 bit RSA key and add the same to theSFTP server. This is done with the help of the WinSCP tool on Windows. However, thesame can be done using ssh-keygen on Linux as well.

1. Launch WinSCP and select Tools > Run PuttyGen.

2. Select "SSH-2 RSA" for the type of key to generate and enter "2048" for the numberof bits in a generated key field. Click Generate.

Figure 1–27 Key Generator

3. Move the mouse over the blank space in the window until the key is generated.Moving the mouse over the blank space creates a random pattern which is usedfor key generation.

Note: The WinSCP tool must be installed before performing thefollowing process.



Figure 1–28 Key Generator Progress

4. Once the key is generated, click Save public key to save the public key to a file.

5. Click Save private key to save the private key to a file. Confirm to save it with orwithout a passphrase.

6. Open an SR with Oracle Support, to associate the public key with your SFTPaccount (attach the key with the SR).

Logging In to WinSCPThe upload steps use the private key generated in the Adding Authorized Keyssection.

1. Launch WinSCP and connect to <SFTP Server> using port 22.

2. Enter the user name and click Advanced.

3. Click Authentication.

4. In the Private Key File field, click Browse and select the private key created in theAdding Authorized Keys section.



Figure 1–29 Advanced Site Settings Dialog

5. After loading the private key file, click OK.



Figure 1–30 Private Key File Loaded

6. Click Login. The window does not prompt for a password and logs in to the SFTPserver. Provide a passphrase if one has been set up.

Uploading the Batch FileThe following diagram provides an overview of the FTP/internal holdingarea/domain and how the files move.

File Downloads


Figure 1–31 File Movement Between Internal Holding Area and Domain

To upload the batch file:

1. Log in to WinSCP. Follow the steps in "Logging In to WinSCP."

2. Transfer all the data files to the directory /<SFTP User>.

3. Create a directory named COMMAND under /<SFTP User> if it does not alreadyexist.

4. Change to the /<SFTP User>/COMMAND directory.

5. Transfer an empty file named COMPLETE.

File DownloadsThe following is the download file process. For information about differentadministration tasks that create different exports from the application, see Chapter 2,"Online Administration Tools." For information about the file contents of variousexports and formatting, see the Oracle Retail Merchandise Financial Planning CloudService Implementation Guide.

To download files:

1. Log in to WinSCP. Follow the steps in "Logging In to WinSCP."

2. Change directory to /<SFTP User>/EXPORT or /<SFTP User>/Export/logs (forlog files).

3. Download all the data files. The log files are in .zip format.

File Downloads


2

Online Administration Tools 2-1

2Online Administration Tools

MFP Cloud Service uses the Oracle Retail Predictive Application Server Cloud Edition(RPASCE) Online Administration Tools as part of scheduling RPASCE services thatmust be scheduled to run batch on Cloud, as the users do not have access to directlyschedule scripts or run utilities on the domain server. Administration users can viewthe results of the scheduled services log in a dashboard through the RPASCE Client.

RPASCE Online Administration Tools support the scheduling of standard RPASutilities and, in addition, scheduling application-specific services. Application-specificadministration tasks that are pre-configured for MFP Cloud Service are explained inthe following sections.

For more details about Online Administration Tools and standard administrationtasks, see the Oracle Retail Predictive Application Server Cloud Edition OnlineAdministration Guide.

Standard Administration TasksStandard administration online tasks are pre-configured tasks that call all standardRPASCE Services in a Cloud Service environment. For details on the standardadministration tasks, see the Oracle Retail Predictive Application Server Cloud EditionOnline Administration Guide.

To install or patch the MFP Cloud Service domain through the Self Service optionsusing the Online Administration Tools, see Appendix A, "Appendix: Self Service -Install/Patch Domain."

Application-Specific Administration TasksApplication-specific administration tasks are pre-configured for MFP Cloud Service.These tasks are found in the Online Administration Tools as Configured Batch Tasks.

Each task in turn calls predefined batch services to do the required tasks. MFP CloudService uses the Enterprise Edition batch framework to define the batch process. Formore details about the Enterprise Edition batch framework and batch control, see theOracle Retail Merchandise Financial Planning Enterprise Edition Cloud ServiceImplementation Guide.

Some tasks require input data files or hierarchy files as input. These files must beuploaded before the tasks are scheduled. Some tasks export files out of the application.Those files are copied to the SFTP export location, and users can download theseexported files. For more information, see "File Downloads."

The following table shows the list of application-specific administration tasks that arepre-configured for MFP Cloud Service:

Application-Specific Administration Tasks


Run Batch Measure Load GroupThis task is used to load a predefined set of measures defined as a measure set namethat can be loaded together. All required data files must be uploaded beforescheduling this task. The user may also need to schedule the necessary Run Batch CalcGroup task after scheduling this task in order to process the loaded data.

The Predefined Options for these tasks are listed below:

■ Actuals Data (load_act) - To load all the measures containing actual data onweekly basis

■ On Order Data (load_oo) - To load On Order data files

■ Admin Data (load_adm) - To load planning administration level data

■ RMS Interface Data (load_rms) - To load Oracle Retail Merchandising System(RMS) Interface level data

■ Load Translation Files (load_tran) - To load the uploaded translation files

For details about the list of measure files that are required for different measure setsand information on the data file formats, see the Oracle Retail Merchandise FinancialPlanning Cloud Service Implementation Guide.

This task can be customized to load different sets of measures by changes to the batchcontrol files. For information about changing the batch control files and how to uploadthem, see the Oracle Retail Merchandise Financial Planning Enterprise Edition CloudService Implementation Guide.

Run Measure Export GroupThis task is used to export a predefined set of measure data for different integrationsas needed. The user may need to schedule the Set Export Flags under the Run BatchCalc Group to set the required export flags before scheduling this task. Exported filesfor this task are put into the SFTP location; users can download the files from thislocation.

The Predefined Options for these tasks are listed below:

■ Merch Plan - Current Plan (mpcp)

■ Merch Plan - Original Plan (mpop)

■ Merch Plan - Submitted Plan (mpwa)

■ Merch Plan - Working Plan (mpwp)

■ Merch Target - Target Plan (mttg)

■ Merch Target - Working Plan (mtwp)

■ Location Plan - Current Plan (lpcp)

■ Location Plan - Original Plan (lpop)

Configured Batch Tasks

Run Batch Measure Load Group

Run Batch Measure Export Group

Run Batch Calc Group

Run Batch Task Group



■ Location Plan - Working Plan (lpwp)

■ Location Target - Target Plan (lttg)

■ Location Target - Working Plan (ltwp)

For details about the different versions for export, the list of measures exported in eachfiles, and the file name and format details, see the Oracle Retail Merchandise FinancialPlanning Cloud Service Implementation Guide.

This task can be customized to export new versions of data or remove a particularversion of the list of measures exported by changes to the batch control files. Forinformation about changing the batch control files and how to upload them, see theOracle Retail Merchandise Financial Planning Enterprise Edition Cloud ServiceImplementation Guide.

Run Batch Calc GroupThis task is used to run a predefined set of all batch rules (as batch calc sets) againstthe domain to do the necessary data aggregation.

This task can be customized to change the batch calculations and the order in which itruns against the domain by changes to the control file. For information about changingthe batch control files and how to upload them, see the Oracle Retail MerchandiseFinancial Planning Enterprise Edition Cloud Service Implementation Guide.

The following predefined batch calculation sets are available:

■ Weekly Batch Calc - batch_week

■ Generate Forecast - batch_fcst

■ Set Export Flags - exp_set

Weekly Batch Calc (batch_week)This batch calc set is used to run all required batch process calculations to do thenecessary data aggregation and inventory roll operations after the weekly data load. Itinternally runs the batch rule groups Batch_GB, Batch_AggW, and Batch_InvRoll.

Batch_GB sets the elapsed measures and global domain calcs for the Location Targetmeasures. Batch_AggW copies all loaded actuals into the WP and CP versions for theelapsed periods. Batch_InvRoll rolls forward the new EOP of the elapsed periods tothe future BOP and EOP for both the WP and CP versions.

Generate Forecast (batch_fcst)This batch calc set is used to generate forecast data used by MFP Cloud Service. It usesthe RDF procedures by calling the internal configuration rule groupsBatch_Fcst_G and Batch_Fcst_L. These rule groups call the RDF forecast procedure tocalculate the forecast for future periods of all versions using loaded actual andapproved plan data. It calculates both the in-season forecast and pre-season forecastfor all versions. Only one version of the forecast is shown in the workbook, based onthe workbook build for in-season or pre-season.

Following is the list of forecast measures that are calculated by this process:

■ Wp Fcst In Reg+Promo R

■ Wp Fcst In Clr R

■ Wp Fcst In Reg+Promo U

■ Wp Fcst In Clr U



■ Wp Fcst Pre Reg+Promo R

■ Wp Fcst Pre Clr R

■ Wp Fcst Pre Reg+Promo U

■ Wp Fcst Pre Clr U

Set Export Flags (exp_set)This batch calc set is used to set the necessary export flags for all exports used by MFPCloud Service. The user can control the position exported for all versions by setting theadministration measure addvexportb Export Mask in the Manage Export worksheet. Ifthe Export Elapsed Periods flag is set to false (the default), it will not export elapsedperiods data. This task sets export flags for each version of exports based on theExport Mask. For approved and submitted plans, the export flag is set based on theExport Mask and Approved or Submitted Info measure. For working plans, it is setbased on the Export Mask and Seeded Info measures.

Run Batch Task GroupThis task is used to schedule a typical daily or weekly MFP Cloud Service batch. Thebatch control file batch_exec_list.txt defines the steps in specific order that will beexecuted during daily or weekly batch task execution. If any task aborts, a log iscreated and the process terminates. This task has the option to restart from the lastfailed service rather than running all the completed services again.

This task can be customized by making changes to the batch_exec_list.txt control file.For more details about the list of internal services this task can call and how to changethe order of services to this task, see the Oracle Retail Merchandise Financial PlanningEnterprise Edition Cloud Service Implementation Guide.

The following predefined batch sets are available:

■ Daily Batch (batch_daily)

■ Weekly Batch (batch_weekly)

■ Weekly Batch with RMS (batch_weekly_rms)

■ Transform RMS Files (rms_xform)

■ Transform RMS Warehouse Data (batch_rms_wh)

■ Load Hierarchies (load_hier)

■ Export All Approved Plans (export_all)

■ Export All Working Plans (export_wp)

■ Exports to Retail Insights (export_ri)

■ Export Plans to Shared Services (export_ss)

■ Post Build Batch (postbuild)

Note: Typically, the user must schedule this task within a time frameafter a domain backup and when no users are logged into the domain.The administrator must work with Oracle to find out the time ofbackups and any other jobs.



Daily Batch (batch_daily)This task is used to schedule a typical daily MFP batch which does the all plan dataexport and only load and process of the on-order data files.

This task runs the following activities in the following order:

1. Run Batch Calc: Set Export Flags

2. Measure Export: Export All Plan Versions

3. Measure Load: Load On Order

4. Run Batch Calc: Process On Order

Weekly Batch (batch_weekly)This task is used to schedule a typical weekly MFP batch, which includes loading allhierarchy files and actual data and running all batch aggregations.


1. Run Batch Calc: Set Export Flags


3. Load Hierarchies (All hierarchies without any user-defined dimensions withpurge age as 14)

4. Measure Load: Actuals Data and On Order Data

5. Run Batch Calc: Weekly Batch Calc

6. Refresh All Workbooks

7. Run Auto Workbook Build

Weekly Batch with RMS (batch_rms_weekly)This task is used to schedule a typical weekly MFP batch with RMS Integration, whichincludes waiting for RMS files, transforming RMS files, loading all hierarchy files andactual data, and running all batch aggregations.


1. Process Batch Calc: Set Export Flags


3. Wait for Hierarchy Trigger files from RMS

4. Transform Hierarchy Files from RMS

5. Load Hierarchies (All hierarchies without any user-defined dimensions, withpurge age as 14)

6. Wait for Data Trigger files from RMS

7. Transform Data Files from RMS

8. Load Data: RMS Interface Files and non-RMS Interface files

9. Run - Batch Calc: Transform RMS Warehouse Data

10. Run - Batch Calc: Weekly Batch Calc

11. Refresh All Workbooks

12. Run Auto Workbook Build



Transform RMS Files (rms_xform)This task is used to transform all hierarchy and data files from RMS to MFP requiredformat. This only transforms and creates the files in the domain/input directory; it willnot load those files. This task will not wait for a trigger file; it expects that all the RMSsource files are already present in RGBU_CLOUD_DATA.


1. Transform RMS Calendar Hierarchy File

2. Transform RMS Product Hierarchy File

3. Transform RMS Location Hierarchy File

4. Transform RMS Currency Hierarchy File

5. Transform RMS Inventory File

6. Transform RMS On Order File

7. Transform RMS Tran Data File

8. Transform RMS Currency Conversion Rate File

9. Transform RMS Location File

Transform RMS Warehouse Data (batch_rms_wh)This task is used to transform the loaded RMS warehouse inventory and on order datato the mapped MFP Channels. It actually runs an internal export of loaded warehouseinventory and on-order data, transforms warehouse to channels, reloads, and thenruns the batch aggregates.


1. Run Batch Calc - Initialize RMS Warehouse Data for Export

2. Exports RMS Warehouse Inventory Data

3. Transform RMS Warehouse Inventory with MFP Channel

4. Exports RMS Warehouse On Order Data

5. Transform RMS Warehouse On Order with MFP Channel

6. Load RMS Warehouse data to MFP Channel

7. Run Batch Calc - Weekly Batch Calc

Export All Approved Plans (export_all)This export set is used to export all submitted and approved plan versions (allnon-working plan versions). This task first runs the export set flag task and thenexports all the plan versions.

Following is the list of export plan versions that can be exported for both MFP RetailCloud Service and MFP Cost Cloud Service:

■ Merch Plan - Current Plan

■ Merch Plan - Original Plan

■ Merch Plan - Submitted Plan

■ Merch Target - Target Plan

■ Location Plan - Current Plan



■ Location Plan - Original Plan

■ Location Target - Target Plan

For details on the versions for export, the list of measures exported in each files, andthe file name and format details, see the Oracle Retail Merchandise Financial PlanningCloud Service Implementation Guide.

Export All Working Plans (export_wp)This export set is used to export all the working plan versions. This task first runs theexport set flags task and then exports all working plan versions.


■ Merch Plan - Working Plan

■ Merch Target - Working Plan

■ Location Plan - Working Plan

■ Location Target - Working Plan

For details about the versions for export, the list of measures exported in each files,and the file name and format details, see the Oracle Retail Merchandise FinancialPlanning Cloud Service Implementation Guide.

Exports to Retail Insights (export_ri)This export set is used to export all approved Merch Plans for the unelapsed periods toOracle Retail Insights (RI) Cloud Service Suite. This needs be scheduled only if theretailer has Oracle Retail Insights (RI).


■ Merch Plan - Current Plan

■ Merch Plan - Original Plan

For more details about integration with RI, list of measures exported in each file, filename, and format details, see the Oracle Retail Merchandise Financial Planning CloudService Implementation Guide.

Exports to Shared Services (export_ss)This export set is used to export all approved Merch Plans and Location Plans for theunelapsed periods to Assortment Planning & Optimization-GHL Cloud Serviceand/or Item Planning Cloud Service. It exports the required measures and copies thefile to the common cloud service application share location RGBU_CLOUD_DATA.Assortment Planning & Optimization-GHL Cloud Service and/or Item PlanningCloud Service can access the file from that location. For more details about thisintegration and the list of measures exported in each file, file name, and format details,see the Oracle Retail Merchandise Financial Planning Cloud Service Implementation Guide.

Post Build Batch (postbuild)This task is called after an initial domain build, to load and process all loaded data forthe initial domain build. This task is called by default as part of the build script duringthe initial domain build.

Scheduling Configured Batch Administration Tasks


Scheduling Configured Batch Administration TasksThis section describes the process for scheduling and monitoring the Configured BatchAdministration task in the Run Measure Export Group. The steps for scheduling allother tasks are the same, and most of the tasks do not have additional inputparameters specific to that task. For more details about scheduling and monitoringonline administration tasks, see the Oracle Retail Predictive Application Server CloudEdition Online Administration Guide.

To schedule and monitor a Configured Batch administration task:

1. Log in to the MFP Retail Cloud Service (mfprcs) or MFP Cost Cloud Service(mfpccs) application as an Administration user.

2. In the Tasks list, select Administration and then Online Admin Tools. ClickSubmit a New Admin Task.

Figure 2–1 Administration Tasks

3. Select the Configured Batch Tasks for Task Group and click Next.

Figure 2–2 Select Task Group Window

4. In the task list, select Run Measure Export Group and click Next.

This is an example of a task that will run on schedule.



Figure 2–3 Select Task Workbook Wizard Window

5. Enter the Task Label. This task has an additional parameter to choose the exportversion. In following figure as an example, Merch Plan - Current Plan is selected.Click Next.

Figure 2–4 Export Version Selection

6. To schedule the task to run immediately, select Run ASAP and click Next. To runon a particular date and time, set that information here.



Figure 2–5 Schedule Task Workbook Wizard Window

7. In the Confirm Action window, review the task scheduling details. To confirm thescheduling and submit the task, click Finish.

Figure 2–6 Confirm Action Window

The task submitted confirmation message appears.

Figure 2–7 Task Submitted Confirmation Message

8. To check the status of all submitted tasks in the Dashboard, click Dashboard andSelect Administration.



Figure 2–8 Location of Administration Dashboard Selection

At the bottom of the dashboard, it contains the lists of tasks submitted and theirstatus.

Figure 2–9 Admin Task Status Window

The Status column shows whether a job has completed successfully, failed, or ispending (Scheduled). For any completed (Success/Failed) tasks, click the job nameto view the log. For failed tasks, the logs show the error details.

Appendix: Self Service - Install/Patch Domain A-1

AAppendix: Self Service - Install/Patch Domain

This appendix describes the process to install or patch a domain.

Self Service - Installing the MFP Cloud Service Application from theBootstrap Domain

This section describes the process of installing MFP Cloud Service from the bootstrapdomain with customer data and generated configuration for plug-in options. OnceRPAS CE and MFP Cloud Service are installed in the Oracle Cloud environment, theadministrator will have the option to overwrite and install the domain with GA dataor with customer data. The administrator also has the option to generate theconfiguration for different plug-in options.

For more details about scheduling and monitoring online administration tasks, see theOracle Retail Predictive Application Server Cloud Edition Online Administration Guide.

To build a customer domain for MFP Cloud Service using the bootstrap domain:

1. After installing MFP Retail Cloud Service or MFP Cost Cloud Service, log in to thebootstrap domain as an Administration user.

2. In the Tasks list, select Admin Tasks for RPASCE Bootstrap and then OnlineAdmin Tools. Click Submit a New Admin Task.

Figure A–1 Admin Tasks for RPASCE Bootstrap Task

3. Select Task Group, Patch Domain Task, and then click Next. Then, select the PatchMFP Domain task and click Next.

Self Service - Installing the MFP Cloud Service Application from the Bootstrap Domain

A-2 Oracle Retail Merchandise Financial Planning Cloud Service Administration Guide

Figure A–2 Select Build MFP Cloud Service Domain Task

4. Set the arguments for the task:

Figure A–3 Select Build MFP Cloud Service Domain Task Arguments

a. Enter the Task Label.

b. To generate a configuration from the plug-in, check the GenerateConfiguration from Plug-in checkbox and then select the plug-in option to use.If the Generate Configuration from Plug-in option not selected, it will patchthe configuration using the last used plug-in option for the domain. Forinformation on plug-in choices and details, see the Oracle Retail MerchandiseFinancial Planning Cloud Service Implementation Guide. In the above figure, theConfiguration Option Wholesale Franchise is selected and Actual LoadIntersection is selected as Item.

c. If the domain was already created and needs to be overwritten, selectOverwrite Existing Domain.

d. If Use Default GA Data is not selected, the input hierarchy and data filesshould have already been uploaded.

e. After choosing all the necessary options, click Next.

5. Select the time to schedule the task and click Next.

Self Service - Patching the MFP Cloud Service Application


Figure A–4 Schedule Task

6. Review the selections and click Finish.

Figure A–5 Verify and Confirm Selections

7. After submitting, review the status of that task in the dashboard similar to anyother standard administration tasks.

8. After the task is successfully completed, schedule the other task, Restart RPASCEClient, in order to bounce WebLogic for changes to the configuration and task flowfiles.

Self Service - Patching the MFP Cloud Service ApplicationThis section describes the process of patching the MFP Cloud Service application usingthe Online Administration Tool. Once RPAS CE and MFP Cloud Service upgradepatches are installed in the Oracle Cloud environment, an application administratorwill have the option to patch the domain with the latest changes to the currentdomain. The administrator also has the option to generate the configuration fordifferent plug-in options and apply that patch. Before scheduling this task, the

Note: Users will not be allowed in the application while buildingand patching the domain.



Administrator should ensure that no users are logged in to the application whilepatching the solution.

For more details about scheduling and monitoring Online Administration Tasks, seethe Oracle Retail Predictive Application Server Cloud Edition Online Administration Guide.

To patch the MFP Cloud Service application using Online Administration Tools:

1. After installing MFP Retail Cloud Service or MFP Cost Cloud Service, log in to themfprcs or mfpccs as an Administration user.

2. In the Tasks list, select Admin Tasks for MFP CS Retail CS for MFP Retail (or MFPCS Cost CS for MFP Cost) and then Online Admin Tools. Click Submit a NewAdmin Task.

Figure A–6 Admin Tasks for MFP CS Retail Task

3. Select Task Group, Patch Domain Task, and then click Next. Select the task, PatchMFP Domain, and then click Next.

Figure A–7 Select Patch MFP Cloud Service Domain Task

4. Set the arguments for the task:



Figure A–8 Select Patch MFP Cloud Service Domain Task Arguments

a. Enter the Task Label.

b. To generate a configuration from Plug-in, check the Generate Configurationfrom Plug-in checkbox and then select the plug-in option to use. Forinformation on plug-in choices and details, see the Oracle Retail MerchandiseFinancial Planning Cloud Service Implementation Guide. In the above figure, theConfiguration Option Wholesale Franchise is selected and Actual LoadIntersection is selected as Item. If the Generate Configuration from Plug-in ?option is not selected, it will by default use the last used Plug-in optionsselected by the customer during patching.

c. After choosing all the necessary options, click Next.

5. Select the time to schedule the task and click Next.

Figure A–9 Schedule Task

6. Review the selections and click Finish.



Figure A–10 Verify and Confirm Selections

7. After submitting, review the status of that task in the dashboard similar to anyother standard administration tasks.